Beacon Pointe acquires Litman Gregory Wealth Management

Beacon Pointe agreed to acquire Litman Gregory Wealth Management. Reported deal value: $2.7B. Status: Completed. Sector: registered investment adviser. Target headquarters context: Location not specified.

This page summarizes publicly available information about the transaction as of 2026-01-13. Figures and status may change as filings and press coverage update.

Yesterday at 4:10 PM Beacon Pointe Advisors Adds $2.7 Billion Firm Litman Gregory In Deal With iM Global Partner iM Global Partner and Beacon Pointe Advisors said Litman Gregory Wealth Management , a $2.7 billion registered investment adviser , has entered into a definitive agreement to join Beacon Pointe in a deal that closed December 31, 20 25